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Paraplanner

Posted 4 December 2024 by Advance Search & Selection Ltd
Salary icon £50,000 - £60,000 per annum, inc benefits
Location icon London , South East England

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Paraplanner - Wealth Management

London

Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses.

This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients, they are looking for an experienced paraplanner to join the team.

Responsibilities

Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.

Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.

Conduct client reviews, research solutions and write reports making recommendations.

Deliver broad analysis of client tax positions and recommendations.

Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.

Work as part of a collaborative office environment, making suggestions and recommendations.

Knowledge and experience

Good general knowledge of the products available in the wider market

Previous experience in a paraplanning role

Comfortable with investment and pension products and research tools.

Level 4 Qualification - CII Regulated Diploma in Financial Planning.

The company offer an excellent opportunity for individuals looking to develop their career.

Required skills

  • 1
    Financial Advice
  • 1
    Financial Services
  • 1
    HNW
  • 1
    Investment
  • 1
    Investments
  • 1
    Paraplanning
  • 1
    Pensions
  • 1
    Report Writing
  • 1
    Suitability
  • 1
    Wealth Management

Application questions

Level 4 qualified - Diploma in Financial Planning?
Paraplanning experience?

Reference: 52354375

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